Select a Default Home Page Dashboard within Salesforce Classic 1. Click Customize Page in the "Dashboard" section of the Home tab. 2. Select a dashboard to be the Home Page default.
How do I modify the home page in Salesforce?
The Home page can be modified to display a variety of components or data per each Salesforce profile. When selecting New, you can select a current page template or clone the Salesforce default page.
How to optimize page layouts for the Salesforce mobile app?
Tips for Optimizing Page Layouts for the Salesforce Mobile App Assign Page Layouts from a Customize Page Layout or Record Type Page Tracking Customer Requests for Data Privacy Updates Edit Multi-Line Layouts for Opportunity Products
How do I create a support page in Salesforce Lightning app?
From Setup, enter Lightning App in the Quick Find box and select Lightning App Builder. Click New. Select Home Page, then Next. Assign the label Support Home Page, then click Next. Click the Standard Home Page template. Click Finish. Display the five most recent cases.
How do I customize the home page?
The home page is what your users see first after logging in. This page can be customized to highlight information specific to the user. Easy access to pertinent information = increased efficiency. We customize the home page through the use of the Lightning App Builder.
Can users customize the home page in Salesforce?
Go to Setup | Customize | Home | Home Page Layouts Click the New button and select a layout you'd like to model the new one from. Give the new layout a name. Select the components you'd like to include. Click Next to select the order you would like the components to appear on the page.
How do I assign a homepage to a user in Salesforce?
Assign Home Tab Page Layouts to ProfilesFrom Setup, enter Home Page Layouts in the Quick Find box, then select Home Page Layouts.Click Page Layout Assignment.Click Edit Assignment.Choose the appropriate page layout for each profile. ... Click Save.
Can users customize their home page in Salesforce lightning?
Yes, Virginia, You Can Customize Your Lightning Experience Home Page. Give your users everything they need to manage their day from the Home page in Lightning Experience. Your sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities.
How do I change the home dashboard in Salesforce?
Click Customize Page in the Dashboard section of the Home tab.Search for a dashboard and select a different dashboard from the drop-down list.Click Refresh to refresh the data in your dashboard.
How do I assign a lightning home page to my profile?
Assign Custom Home Pages to Specific Apps and Profiles From Setup, enter Lightning App Builder in the Quick Find box, then select Lightning App Builder. click Activate from the Page Saved dialog or click Activation. While editing a Lightning app, select the Pages tab, click Open Page, then click Activation.
How do I change the default landing page in Salesforce Classic?
Steps to follow in Salesforce ClassicClick on Setup.In the Quick Find search box, enter Apps and click it.Locate the App and click Edit.Select an object as the default landing tab on the drop down arrow.Assign it to Profiles.Click Save.
How do I customize my Salesforce lightning homepage?
Customize the Home PageFrom Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.Click New.Select Home Page, then Next.Assign the label Support Home Page , then click Next.Click the Standard Home Page template.Click Finish.
What is the difference between app page and home page in Salesforce?
The Home Page is kind of like the standard Salesforce Home page for all Apps, except it doesn't actually have to be included in all Apps, (so the definition is blurry). An App Page is just a single, static page, (lacking a record detail) that you can customize and put anywhere.
How do I create a home page component in Salesforce?
Create Custom Home Page ComponentsFrom Setup, click Customize -> Home -> Home Page Components.Click New.Enter a name for the component.Choose the type of component.Click Next. a. For links- ... Click Save.After creating the home page component, you need to add it to a home page layout.
How do I find the home page layout in Salesforce?
We can access Home page by clicking Home Tab. Login into Salesforce.com to configure Home page Layout in Salesforce go to Setup | Build | Customize | Home | Home page Layouts. Click on Home page Layouts as shown above. When we click on Home Page Layouts the list of home page layouts will appear.
How do I add a dashboard to my home page?
0:321:27How to Add a Salesforce Dashboard To Your Home Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd click edit. Page. And this is going to allow us to get us within the lightning app builder. AndMoreAnd click edit. Page. And this is going to allow us to get us within the lightning app builder. And then i could grab my component from the left hand side dashboard. And drag it pop it up there. And
How do I assign a dashboard to a user in Salesforce lightning?
Drag and drop the Dashboard standard component into place. From the Dashboard dropdown list, choose a dashboard to embed. Optionally, specify a maximum height and choose to show or hide the dashboard if an error prevents it from loading. Click Save.